See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,545 | $100,852-10.2% | $90,404+0.2% | $158,922-43.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.29% | 1724.20%-1709.9pp | 1293.02%-1278.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $463 | $3,689-87.5% | $3,262-85.8% | $4,761-90.3% |
| Participant deferral / active EE | $9,034 | $4,348+107.8% | $3,963+128.0% | $5,982+51.0% |
| Admin fee / account holder | $16 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |